Privacy Policy

Last updated: August 2026

Privacy Policy — Ellis Intelligence LLC Effective date: at product launch

This Privacy Policy describes how Ellis Intelligence LLC (operated by Ellis Intelligence LLC, a Colorado limited liability company, "we", "us", "our") collects, uses, and shares information when you visit ellisintel.com or use the Service.

1. Scope.

This Policy covers: visitors to ellisintel.com; Customer (business) account holders and their authorized users.

2. Information we collect.

(a) Directly from Customers and visitors: your name, email address, organization, and the content of an inquiry you submit, or dashboard account/authentication data if you are Ellis Intelligence LLC personnel, billing information (tokenized via Stripe — we do not store card numbers), and communications you send us. (b) Automatically: device and connection data, usage data, and the two strictly necessary cookies described in the Cookies and Tracking section. No advertising, analytics, or preference cookies.

5. How we use information (controller role).

For marketing-site visitors and Customer account/billing contacts, we use information to provide, operate, secure and improve the Service; authenticate users and prevent unauthorized access; process payments and manage subscriptions; communicate about the Service, security incidents and Terms changes; send marketing communications to Customer billing contacts (opt-out anytime); produce aggregated, de-identified usage analytics; and comply with legal obligations. We do not sell personal information and do not share it for cross-context behavioral advertising.

6. What we do NOT do with your information.

We do not sell personal information and do not share it for cross-context behavioral advertising. We do not use Customer tenant data to train any model or to improve a Service used by other customers. We do not share tenant data with third parties except as described in §7 (subprocessors, legal compliance, business transfers). Ellis Intelligence LLC is not affiliated with, endorsed by, or sponsored by any government agency or regulator; content on the Site is general information, not legal, financial, insurance, security, compliance, or other professional advice, and does not create any advisory or client relationship. No surface of the Service uses a seal, badge, ribbon, watermark, or certificate-style graphic that could suggest such affiliation, endorsement, official recognition, predictive authority, or agency action.

7. Sharing and disclosure.

(a) Subprocessors at ellisintel.com/subprocessors, operating under equivalent data-protection restrictions. (b) AI-assisted processing (Anthropic's hosted Claude API) for our internal operations tooling — AI processing. live financial context, brand-registry context, transaction context, and the text of user messages submitted to the internal dashboard are sent to our AI/model provider for our own internal operations processing — not any brand's Customer Data. Before anything is sent, we mask personally identifying values — name, email, phone, street address, government ID/SSN/EIN, and payment card or bank account numbers — in the payload, and restore them only in the response shown to you; this is a control we build and enforce ourselves, not a retention commitment we rely on the provider to make. Our AI/model provider is Anthropic, PBC, listed on our subprocessor page at ellisintel.com/subprocessors. (c) Subprocessor changes: we will notify the Customer's designated account contacts by email or in-product notice at least 30 days before adding or replacing a subprocessor, and will update the published list at the same time. Notice is deemed given when sent. A Customer may object on reasonable data-protection grounds within 30 days of the date notice is given; if a Customer timely objects, we will not use the new subprocessor to process that Customer's data while we work with the Customer to resolve the objection. (d) Legal compliance. (e) Business transfers, with notice to Customers.

8. Cookies and tracking.

The Ellis Intelligence LLC website (ellisintel.com) The Site does not use advertising or analytics cookies and does not load third-party trackers. Because we self-host fonts and front-end assets, your browser does not request resources from third-party servers as a result of visiting the Site. The Ellis Intelligence LLC application (dashboard.ellisintel.com) The application uses two cookies, both strictly necessary. Neither is used to advertise to you or to follow you across other websites. A session cookie, set by the application when you sign in. It keeps you signed in and protects forms against cross-site request forgery. It is removed when your session ends. The application cannot be used while it is blocked. A Cloudflare access cookie (CF_AppSession, and after sign-in CF_Authorization), set by Cloudflare when your browser first reaches dashboard.ellisintel.com — before you sign in. It runs the access-control check that sits in front of the application. Cloudflare provides this service to us as a processor and is listed on our subprocessor page. We do not set advertising cookies, retargeting or behavioral-tracking pixels, or cross-site tracking cookies of any kind, and we do not integrate with data brokers. We do not set analytics cookies, and we do not set preference or "functional" cookies. Browser storage. The application keeps a small amount of information in your browser's own local or session storage — to remember whether the navigation rail is expanded or collapsed, and the screen-width breakpoint at which the layout switches to wide mode. This is not a cookie: it stays in your browser, is never sent to us automatically, and disappears when you clear your browser's data for this site. Your choices. You can block or delete cookies in your browser's settings, and the Site will work normally with every cookie blocked. Blocking the two application cookies means you will not be able to sign in to dashboard.ellisintel.com — that is the only thing that stops working. Changes and questions. If we start using a different kind of cookie, we change this section before we do, not after. Questions: [email protected]. Also published standalone at ellisintel.com/cookies — identical language, both locations canonical.

9. Retention.

Customer account data: while active + up to 7 years for accounting and legal purposes. Customer Data: for the subscription term, available for export throughout; deleted within 30 days of a Customer's written deletion request. Absent such a request, upon termination we retain Customer Data for twenty-four (24) months following the effective date of termination, to preserve the evidentiary and statutory record-keeping basis for the underlying record, and will thereafter delete it within 30 days, except as required by law to retain. Minimized identity/contact data: retained only as long as needed for its purpose and not subject to the post-termination period above. Marketing data: until opt-out. Aggregated, de-identified data: indefinitely.

10. Security.

We use industry-standard technical and organizational measures designed to protect Customer data, including encryption and access controls. We do not claim SOC 2, ISO 27001, or any audited certification on this pre-launch product; we will update this section as our security program and independent assessments mature. No method of transmission or storage is perfectly secure. Breach notification to affected Customers per the DPA: without undue delay, and in any event within five (5) business days of becoming aware; provided that where the strictest applicable state breach-notification law or a sector-specific notice trigger requires a Customer to act on a shorter timeline, we will use commercially reasonable efforts to notify the Customer within whatever shorter period is necessary for the Customer to meet that deadline.

11. International transfers.

Processing occurs in the United States. Ellis Intelligence LLC is offered to United States customers; we do not currently accept customers established in the European Economic Area, the United Kingdom, or Switzerland, and the Service is not designed for the transfer of personal data from those jurisdictions. Before we accept any such customer we will publish the transfer mechanism that applies and update this section. If you access ellisintel.com from outside the United States, the limited information described in §2(b) is processed in the United States.

12. Your rights.

Marketing-site visitors and Customer billing contacts: you have the rights afforded by applicable law to access, correct, delete, or port your information and to opt out of sale/share and certain processing. We do not sell or share this information. Email [email protected] or write to 1500 N Grant St, Ste N, Denver, CO 80203, USA; we will verify your request and respond within the time applicable law requires.

13. Regional disclosures.

California (CCPA/CPRA). California residents have the rights in §12. In the past 12 months we have collected the categories described in §2 and used them solely as described in §5. We have not "sold" or "shared" personal information as those terms are defined under the California Consumer Privacy Act of 2018 as amended by the California Privacy Rights Act of 2020. You have the right not to be discriminated against for exercising these rights. Colorado (Colorado Privacy Act). Colorado residents have rights of access, correction, deletion, portability, and to opt out of targeted advertising, sale, and profiling in furtherance of decisions producing legal or similarly significant effects — we conduct none of these. You may appeal a declined request by replying to our response; if you have concerns you may contact the Colorado Attorney General. Other U.S. states. Residents of other states with comprehensive privacy laws have the rights those laws provide; use the contacts in §12. EEA / UK / Switzerland. To the extent Regulation (EU) 2016/679 (the General Data Protection Regulation) or the UK GDPR applies, our legal bases are our legitimate interests in operating and securing the Service and, where you contact us or hold an account, performance of a contract and our legitimate interest in responding. You have rights of access, rectification, erasure, restriction, portability and objection, and you may lodge a complaint with your local supervisory authority. See §11 for our current transfer posture.

14. Not Legal, Financial, Insurance, Security, or Compliance Advice.

Ellis Intelligence LLC is not affiliated with, endorsed by, or sponsored by any government agency or regulator; content on the Site is general information, not legal, financial, insurance, security, compliance, or other professional advice, and does not create any advisory or client relationship. Ellis Intelligence LLC is a software tool. It does not provide legal, insurance, investment, or certification advice, representation, or compliance assurance. Use of the Service does not guarantee compliance with any law or standard. Each Customer remains solely responsible for its own compliance. The Service's clocks, reminders, templates and generated documents are designed to assist; they are not a substitute for professional advice.

15. Children's privacy.

The Service is for business users and is not directed to individuals under 13. We do not permit account creation by anyone under 13, and we do not knowingly collect information from children under 13 through the marketing site or account flows. If we learn we have collected information from a child under 13, we will delete it promptly. A Customer that receives a request concerning a minor is the controller of that request.

16. Updates.

We will provide 30 days' email notice to Customer billing contacts for material changes to this Policy. Notice is deemed given when sent; the 30-day period runs from the send date, and failure to read a notice does not extend it.

17. Contact.

[email protected] — privacy matters. [email protected] — other legal matters. 1500 N Grant St, Ste N, Denver, CO 80203, USA.